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Navigating the Registry

The EnrollNow Registry is a powerful tool designed to streamline your team’s workflow by providing quick access to a curated pool of potential participants. By leveraging the registry, you can save time, increase efficiency, and enhance productivity in participant recruitment and management.

Accessing Your EnrollNow Registry

To navigate to your EnrollNow Registry, follow these steps:

  1. Locate the Registry button.
  2. Click the Registry button, found in the top right corner of your screen (Red Box).

NOTE: Only site admins and users assigned registry access permissions will be able to see the registry button and enter the registry. You can learn more about assigning participants here.

Searching and Filtering the EnrollNow Registry

The EnrollNow Registry provides two primary tools to help you efficiently locate participants:

1. Searching 

    • Allows you to input custom queries to find exact matches for specific participant details.
    • Searchable fields include:
      • Participant Names
      • Global IDs
      • Tags
      • Ethnicities or Race

2. Filtering

    • Filtering options include:
      • First or Last Name
      • Age
      • Sex/Gender
      • Study Names (participants enrolled in)
      • Tags (assigned by your team)
      • Ethnicity
      • Race
      • City
      • State
      • Zip code
      • Phone Number
      • Participant Status (enrolled, potential, etc.)
      • Last Contact Date
      • Date Created (date created in EnrollNow)
      • Birth Month
      • Custom variables created by your study team

By combining Searching and Filtering, you can narrow down your registry to identify ideal participants for your study.

Using Registry Filters in Ripple

Registry Filters allow you to segment your registry using predefined variables, including both EnrollNow preset variables and custom variables created by your lab for specific studies.

Creating a New Filter

To add a filter to your registry, follow these steps:

  1. Click the "Add Filter" button.

    2.  A new filter box will appear, allowing you to define your filtering criteria.

   3.  Configure your filter:
    • Filter Type: (e.g., Age, Sex/Gender, Studies, etc.).
    • Filtering Method: (e.g., "is equal to," "greater than," "contains").
    • Specific Value for filtering: (e.g., Age ≥ 40).

Additionally, your lab can create custom variables tailored to your study's unique requirements which can then be used as a filter within the Registry.

NOTE:   When performing a search for numerical or text-based values that include a decimal point or period, always enclose the value in quotation marks ("").

  • Ensures the search function accurately retrieves relevant results.
  • Prevents misinterpretation of the decimal point as a separator or formatting character.

Example:   If you are searching for participants with a BMI of 28.7, enter: "28.7" instead of 28.7.

Adding Participants to the Registry

If a participant is not yet enrolled in an active study, you can manually add them to your registry using the "Add Participant" button.

Enrolling Participants in a Study

Once you have filtered the participants in the registry and identified your target participants, you can add them to a study individually or in bulk for consideration or enrollment.

 Steps to Add Participants to a Study:
  1. Select a Participant: Click the checkbox next to a participant’s name.
  2. Select All Participants: Click the "Select All" button or click the box to the left of the participant's name to include the chosen filtered participants.
  3. Choose a Study: Open the drop-down list of studies and select your desired study.
  4. Apply the Selection: Click the "Apply" button to finalize the enrollment.
  5. Confirm Additions: Click the "Yes, Add Participants".

NOTE:  Using the same process, you can also delete participants from your registry if needed.